Closing Bell

From leadership upheaval to a lunar launch on deck – 2024 is poised to be a breakout year for space startup Firefly Aerospace. CEO Bill Weber joins Morgan Brennan to discuss the slew of projects at the end-to-end space transportation company from this year’s Space Symposium.

Apple was once the biggest and most important stock in this market. But that was then … and this is now. And “now” tells a very different story with shares the worst performing in the group this year. Will tonight get the stock back on track? CIC Wealth’s Malcolm Ethridge, Virtus’ Joe Terranova and Bryn Talkington of Requisite Capital break down what they’re expecting. Plus, John Spallanzani from Miller Family Office tells us where he is putting his money to work right now. And, Evercore ISI’s Roger Altman maps out his forecast for the Fed and the economy at large.

The Fed and Jerome Powell kicking May off with a bang for markets, as the rally during his press conference proved short-lived; the S&P 500 and Nasdaq gave up their gains by the end of the session. Jefferies Chief Market Strategist David Zervos and G Squared Private Wealth’s Victoria Greene parse the Fed’s actions and the market reaction. Cantor Fitzgerald CEO Howard Lutnick gives his first reaction to the Fed and tells why he is expecting one cut this year. Earnings from Qualcomm, Wolfspeed, Doordash, Etsy, eBay, Zillow, Carvana and Informatica. DoorDash CFO Ravi Inukonda on his company’s results.

Stocks rallied on the back of Fed Chair Jerome Powell’s news conference. DoubeLine’s Jeffrey Gundlach gives his exclusive reaction and breaks down what he thinks the Fed’s next move might be. Plus, Sofi’s Liz Young reacts to Gundlach’s big calls – and tells us what she is expecting from stocks in the months ahead. And, we break down what to watch from Apple tomorrow and Qualcomm in Overtime today.

SES is acquiring rival satellite operator Intelsat for $3.1 billion, in a deal that brings together two major communications satellite operators in a market facing increased competition. SES CEO Adel Al-Saleh joins Morgan Brennan to discuss the deal, the competitive landscape and where he sees the future of satellite communications.

Major averages snapped their 5-month winning streaks with a dreary April performance, plus Amazon reported earnings. DA Davidson’s Gil Luria and Maxim’s Tom Forte break down the numbers from every angle, while KeyBanc analyst John Vinh reacts to AMD’s quarterly results. Neuberger Berman’s Kevin McCarthy on what it would take to add Starbucks to his portfolio after its disappointing earnings. Plus, numbers from Caesars, Pinterest, SuperMicro, Mondelez, Clorox and Skyworks.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Charlie Bobrinskoy, Ariel Investments Vice Chairman and a Paramount shareholder, weighs in on deal talks heating up, plus the news CEO Bob Bakish is stepping down and Q1 results. Plus, other earnings from NXPI Semi, Chegg, and F5 Networks. Norfolk Southern CEO Alan Shaw responds aggressively to activist investor Ancora’s calls for management changes and their courtship of unions. John Hancock Investment Management’s Emily Roland and Innovator Capital’s Tim Urbanowicz get you set for the market action in the week ahead. Plus, BofA Securities Euqity & Quant Strategist Ohsung Kwon on his one market move to make no matter what the Fed does.

Dan Greenhaus from Solus Alternative Asset Management, CNBC’s Steve Liesman and Shannon Saccocia of NB Private Wealth discuss what they’re expecting. Plus, Plexo Capital’s Lo Toney is mapping out what he is watching from Amazon and Apple this week. And, top technician Jeff DeGraaf tells us if last week’s choppy trading was just temporary or a sign of more downside ahead.

Intel shares slide in today's session after earnings; CEO Pat Gelsinger talks the company's progress and AI demand. L3Harris CEO Chris Kubasik on a strong quarter, defense spending and geopolitics. The Nasdaq has its best day of the year--how to play the next round of earnings with Apple and Amazon reporting next week.

Is today’s bounce back for real? Eric Johnston from Cantor Fitzgerald, Courtney Garcia of Payne Capital and Brian Levitt of Invesco give their expert forecasts. Plus, Big Technology’s Alex Kantrowitz breaks down the big move in Alphabet post-earnings. And, Julia Boorstin tells us what’s behind Snap’s surge – and brings us key comments from CEO Evan Spiegel.

Alphabet and Microsoft impressed investors in the latest quarter and both stocks moved higher after-hours. Plus, earnings from Snap, Roku, Intel, Gilead and L3Harris. T-Mobile CEO Mike Sievert on the company’s lowest ever churn rate and growing market share.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

As mega-constellations proliferate, satellite communications is skyrocketing-- and so is the need to regulate them. In response, the FCC launched its Space Bureau one year ago this month. Since the reorganization, it's taken on space junk, emergency satellite cell service, issuing licenses for lunar landers, and more. FCC Chairwoman Jessica Rosenworcel joins Morgan Brennan to discuss the agency's operations and how she views its role in the new space economy.

Investors sold off Meta in Overtime after its Q1 numbers. We have you covered from every angle, including comments from the CFO. Plus earnings from Ford, Chipotle, Lam Research, IBM and ServiceNow. Chipotle CEO on latest quarter, inflation and more.

Trivariate’s Adam Parker, iCapital’s Anastasia Amoroso and Wells Fargo’s Sameer Samana break down what they are expecting from earnings – and what it could mean for the broader market. Plus, Meta shareholder Doug Clinton drills down on what he’s watching from that report tonight. And, Elizabeth Burton from Goldman Sachs Asset Management reveals how investors should be positioning their portfolios amid all of the rate cut uncertainty.

Tesla surged in after-hours trading after reporting results. ARK’s Tasha Keeney and former Tesla board member Steve Westly weigh in on next steps for the automaker. Other earnings include Texan Instruments, Visa, Mattel, Seagate and Chubb. Cleveland-Cliffs had its worst day in more than 3 years; CEO Lourenco Goncalves discusses the recent quarter and the stock reaction. Plus, Freeport-McMoRan CEO Richard Adkerson on global copper demand and why he sees the beginnings of a recovery worldwide.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

As geopolitical tensions have soared this week, the role of space as a warfighting domain becomes ever-more critical. A key topic at the Space Symposium, Boeing’s Space Intelligence & Weapon System Vice President and General Manager Kay Sears sits down with Morgan Brennan to discuss space exploration and rising demand for national security in the final frontier.

Markets bounced back today after a rough week. Bespoke’s Paul Hickey breaks down the market action. Earnings from SAP, Cleveland-Cliffs, Nucor and Cadence Design Systems. RBC analyst and Tesla bull Tom Narayan previews Tesla earnings and the stakes for the EV maker. Wes Edens, Brightline founder, on breaking ground for the Las Vegas to LA high-speed rail line. He also talks energy markets and the risk the market isn’t properly accounting for. Former Commander of the United States Central Command, General Kenneth McKenzie, on the geopolitical risk in the world and foreign aid bills.

Where is the next move for stocks likely to be after last week’s tumultuous end? Gabriela Santos from JPM Asset Management, NewEdge’s Cameron Dawson and Ayako Yoshioka of Wealth Enhancement Management give their expert forecasts. Plus, tech strategist King Lip is flagging one big red flag he is seeing in the space right now. And, Max Kettner from HSBC Global Research’s thinks last week’s weakness is just temporary. He explains why he is still betting on the bull case.

A major selloff in tech and semis stocks today with Nvidia having its worst day since March 2020. Citi’s Scott Chronert and Wealth Enhancement’s Nicole Webb break down the market action from a volatile week. Rapidan Energy Group’s Bob McNally on the energy markets as tensions increase in the Middle Eeast. Evercore Vice Chairman Krishna Guha recaps a busy week in economic data and Fedspeak. Plus, our Kate Rooney on the bitcoin halving.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Tech earnings begin in earnest as Netflix reports Q1. We have you covered from every angle on the big moves with Evercore’s Mark Mahaney, Deeperwater’s Gene Munster and Third Bridge’s Jamie Lumley. JC2 Ventures CEO and former Cisco CEO John Chambers on if the IPO window is opening again and the slide in tech stocks. Plus, Janus Henderson CEO Ali Dibadj gives his market playbook and Morgan sits down with activist investor Ancora on what changes they want to see at Norfolk Southern.

Our all-star panel of Odyssey Capital’s Jason Snipe, Big Technology’s Alex Kantrowitz and Virtus’ Joe Terranova explain what they will be watching from Netflix’s numbers in Overtime. Plus, Blackrock’s Rick Rieder weighs in on where yields are going and when the fed might actually start cutting interest rates this year – if at all. And, Ankur Crawford from Alger tells us the haves and have nots of earnings season.

While space billionaires have a slew of visions for the future of humanity, few are literally reaching for the stars literally. Kam Ghaffarian, the co-founder of Axiom Space, Intuitive Machines and more, joins Morgan Brennan from the Space Symposium to discuss the trillion-dollar opportunity in the space economy, nuclear reactors and more.

Charles Schwab Chief Investment Strategist Liz Ann Sonders talks the recent pullback as stocks finished mostly lower to extend April’s slide. Earnings from CSX, Las Vegas Sands, Alcoa. Maxim analyst Tom Forte on his new note: “Is Apple Dead Money?” Head of Ares Credit Group Kipp DeVeer on where the credit giant is seeing opportunity. Plus, what’s next for TikTok as Congress aims to bring a bill to the floor.

What does the back-up in yields and expectations for rate cuts mean for the rally? Josh Brown from Ritholtz Wealth Management, Hightower’s Stephanie Link and NFJ’s John Mowrey all break down what they see in store for stocks. Plus, top technician Jason Hunter explains why he sees some trouble brewing in the charts. And, Sebastien Page from T. Rowe Price went from being “reluctantly bearish” to being “aggressively neutral.” He tells us what it would take for him to turn bullish.

A volatile session for stocks as investors weigh more comments from Fed Chair Jay Powell and tensions in the Middle East. Earnings from United, Interactive Brokers and JB Hunt. Interactive Brokers founder Thomas Peterffy on the latest quarter and what it means for the broader economy. Oakmark’s Bill Nygren on his top value picks. Plus, Jon Alterman, Center for Strategic and International Studies Director of Middle East Program, on the latest signals from Israel and Iran.

What is next for stocks? Trivariate’s Adam Parker, CNBC’s Steve Liesman and Truist’s Keith Lerner break down their market forecasts. Plus, Samantha McLemore from Patient Capital is still bullish on stocks. She explains why – and where she is seeing opportunity right now. And, Bank of America CEO Brian Moynihan gives his first take on the quarter.

Stocks gave up early gains and the major averages closed lower with the Dow posting its largest intraday swing since March 2023. 3Fourteen Research founder Warren Pies and The Bahnsen Group’s David Bahnsen break down the market action while Hamilton Lane co-CEO Erik Hirsch on how private markets are reacting to the geopolitical turmoil. T. Rowe Price’s Dom Rizzo on top tech picks while Richard Haass talks Israel’s potential next moves.

Our all-star panel of Dan Greenhaus, Lauren Goodwin and Erin Browne break down what is at stake for stocks amid all of the geopolitical uncertainty. Plus, Plexo Capital’s Lo Toney explains how he is navigating the tech sector. And, market expert Mike Santoli breaks down the most crucial moments of the trading day on an ugly day for stocks.

The Dow and S&P posted their second straight weekly decline while the is up to three straight. Can bank earnings shift the narrative? Our Leslie Picker on what you need to know ahead of next week while Unlimited Funds CEO Bob Elliott and John Hancock’s Emily Roland break down the market action. Ben Reitzes, Melius Head of Technology Research, on opportunities in this tech sell off. Wedbush’s Matt Bryson on the slide in chip stocks.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Tech led a rebound in stocks after Wednesday’s selling while Apple notched its best day of the year. JPMorgan’s Phil Camporeale on the market action while Patrick Moorhead covers Apple’s bounce. Evercore founder Roger Altman on the Fed’s next steps, when a cut could happen and the resilient economy. Our Morgan Brennan on the explosive growth of the space economy in Colorado. TIAA CIO for Wealth Management Neel Mukherjee on how he is advising clients.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Aerospace has grown 88% over the past two decades – more than any other emerging industry in metro Denver and Boulder in that period. With 191 aerospace companies in the region, Voyager Space stands out as a rapidly growing multinational space conglomerate. Founder and CEO Dylan Taylor joins Morgan Brennan to discuss how and why the aerospace industry is thriving in Denver and how one entrepreneur is channeling the economic boom to build the Berkshire Hathaway of space. Tune into “Cities of Success” tonight at 10PM ET tonight for the latest episode of “Cities of Success” – an hour-long special highlighting business and cultural powerhouses across the country.

CPI came in above expectations and stocks fell while yields rose. Yardeni Research’s Ed Yardeni and BD8 Capital’s Barbara Doran on how to play the market action while Renaissance Macro’s Neil Dutta on what today means for the Fed. Zelman & Associates’ Alan Ratner on housing stocks slide. Ibrahim AlHusseini on Tesla’s slide.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Checking on Apple’s China business with Wedbush’s Dan Ives, plus talking the prospects for the other tech giants. Earnings season insights from private companies with Golub Capital CEO Lawrence Golub. Our Kristina Partsinevelos on Intel’s new AI chip aiming to compete with Nvidia; Moor Insights & Strategy CEO Patrick Moorhead on what it means for investors.

What’s on the line at 8:30 am tomorrow morning with the release of the critical CPI report? Sofi’s Liz Young, Corient’s Amy Kong and Bank of America’s Jill Carey Hall break down their predictions. Plus, Alex Kantrowitz from Big Technology weighs in on the big developments in the AI arms race. And, the Dean of Valuation Aswath Damodaran looks ahead to tomorrow’s critical CPI print.

Ruchir Sharma on his best ideas for emerging markets. He says investors are following their ABC’s: Anything But China. Neuberger Berman’s Joe Amato on the investment giant’s outlook and what the Fed will do next. Plus, Tradeweb Markets CEO Billy Hult on his recent spree of acquisitions.

Can stocks continue to rise if bond yields do as well? Anastasia Amoroso from iCapital, Steve Liesman and JP Morgan Asset Management’s Jordan Jackson discuss. Plus, billionaire investor Marc Lasry breaks down where he sees opportunity right now and what he thinks the Fed’s next move could be. And, Google’s cloud conference kicks off tomorrow. We discuss what’s at stake for the company’s AI strategy – and the stock.

Stocks bounced back after a strong jobs report, but major averages still ended the week lower. Unlimited Funds CIO Bob Elliott on how to position right now. Former Boston Fed President Eric Rosengren on how immigration is impacting the labor market. Former Ford CEO Mark Fields talks the changing EV landscape and competition from Chinese brands. Flexport CEO Ryan Petersen talks the ripple effects from the Port of Baltimore and the impact of freight rates. Plus, Jon sits down with Intel CEO to talk the foundry business.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Sierra Space, a private space tech company valued at $5.3 billion has been thirty years in the making. Now, it’s unveiling a line of buses—the main bodies of satellites—to sell to others. CEO Tom Vice joins Morgan Brennan to discuss the product launch, its Dream Chaser spaceplane’s maiden voyage, and plans to go public.

Stocks tumbled in the final hours of trading. We have you covered from every angle. Wells Fargo’s Scott Wren and Vital Knowledge’s Adam Crisfulli on the market action while Apollo Chief Economist Torsten Slok breaks down the Fed’s part in this. Plus, Thomas Kennedy, Chief Investment Strategist for Global Wealth Management at J.P. Morgan on how he is telling clients to handle the recent volatility.

Is the bull market at risk? All-star panel of NFJ’s John Mowrey, Mike Santoli, Steve Liesman, BofA’s Marci McGregor and Hightower’s Stephanie Link give their expert market takes as stocks sell off in the final hour of trade. Plus, Evercore’s Roger Altman lays out what he is expecting from the fed in the months ahead – and how tomorrows jobs report could impact its next move. And, Pippa Stevens drills down on the big spike in oil amid the broad sell-off.

What if AI could make weather forecasts more accurate? Spire Global has been tracking the accuracy of AI-driven weather prediction models using its own satellite data. Now partnering with Nvidia, CEO Peter Platzer joins Morgan Brennan to discuss the collaboration, the massive market for weather forecasting, and the 12 year old company’s path to profitability.

Real estate investors are adjusting to a “higher for longer” environment; Blackstone Global Co-Head of Real Estate Kathleen McCarthy talks the impact on her portfolio and where she sees top opportunities going forward. Disney management held off investor Nelson Peltz’s bid for two board seats; shareholder and Peltz-backer Robert Schein of Blanke Schein Wealth Management weighs in on what’s next. The future of investigative journalism? Hunterbrook’s Sam Koppelman talks the company’s launch after it published a blistering report calling out practices at UWM while going short the stock. Plus, Klaviyo CEO on the state of the consumer.

Is the stock market’s indecisive start to the second quarter another pause on the way higher… or the stirrings of the first proper pullback in five months? RBC’s Lori Calvasina gives her take. Plus, Disney won its proxy fight against Trian’s Nelson Peltz. Top analyst Laura Martin from Needham breaks down what this might mean for the stock in the long run. And, Ford shares popped on some strong sales numbers. Phil Lebeau explains what this report means for the rest of the autos space and Ford’s EV competitors.

Stocks extended their slide into a second day, although finished off worst levels. Canaccord’s Tony Dwyer breaks down the market action while T. Rowe Price’s Sebastien Page on how to position. Earnings from Cal-Maine and Dave & Buster’s. Intel details its latest financial framework, including that operating losses in its foundry business are expected to peak in 2024. Zillow co-founder Spencer Rascoff on the housing market. Plus, getting you set for the Disney boardroom battle between CEO Bob Iger and investor Nelson Peltz.

Is an overbought stock market about to take a big-time breather? Our all-star panel of Solus’ Dan Greenhaus, New York Life Investments Lauren Goodwin and Citi’s Kristen Bitterly break down their forecasts. Plus, Ken Squire from 13D Monitor breaks down the big battle for Disney’s board. And, Goldman Sachs’ Tony Pasquariello weighs in on where he sees the record rally really heading from here.

Stocks mostly lower to start trading in Q2. Goldman Sachs Senior Strategist Ben Snider and Envestnet co-CIO Dana D’Auria break down the market action while Interactive Brokers Chief Strategist Steve Sosnick gives his April playbook for investors. Microsoft-backed Rubrik files for an IPO. CFRA analyst Zach Warring on PVH’s weak revenue warning that sent the stock sliding. The latest winning strategy for industrials? Spin offs. Our Seema Mody on what’s behind the latest trend while Jefferies analyst Sheila Kahyaoglu on how to play the stocks. Plus, UPS wins a major contract away from FedEx and our Phil LeBeau previews Tesla delivery numbers.

As April kicks off - will a historically good month play out that way for investors? Trivariate’s Adam Parker and NB Private Wealth weigh in. Plus, top wealth advisor Cheryl Young is breaking out her playbook and explaining where she is finding opportunity outside of big tech. And, Jeff DeGraaf tells us where he thinks the momentum trade is heading from here – and the one sector he thinks is breaking out.

The S&P 500 closed up 10% this quarter, its best start to the year since 2019. We bring you your second-quarter playbook, including stealth AI opportunities with Citi’s Drew Pettit. Plus, a former FTX investor on what he makes of Sam Bankman-Fried’s sentencing today and what it means for crypto. Celsius CEO John Fieldly on the company’s incredible stock run and its latest plans for international expansion. Investment Committee Disclosures

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Fortuna Investments, which rose to fame with early bets on lithium, is now setting its sights on another frontier market. Founder & partner Justus Parmar joins Morgan Brennan to discuss the opportunities in the space space, why now is the time to invest, and his bullish case for Jeff Bezo’s Blue Origin.

The S&P 500 powered to a record close. We have the names for you that still have room to run higher. BD8 Capital’s Barbara Doran and G Squared Private Wealth’s Victoria Greene break down the market action while Gabelli Funds CIO of Growth Howard Ward talks growth opportunities outside of big tech stocks. Loop Capital analyst Anthony Chukumba reacts to earnings from RH as a read on the high-end consumer. Mercer US CIO Olaolu Aganga on her favorite spots in emerging markets and how to invest in China. Plus, our Kristina Partsinevelos is in Austin, TX to check on the progress hyperscalers are making on their home-grown AI chips.

What lies ahead for stocks at large, for tech as a sector and the broadening of the market? Solus’ Dan Greenhaus, Chris Harvey from Wells Fargo and Crossmark’s Global Investments break down their strategies. Plus, star Apple analyst Erik Woodring weighs in on whether or not the company’s big event coming up could shift investor sentiment. And, Tesla shares driving higher today. We tell you what’s behind that pop and what Altimeter’s Brad Gerstner had to say about the EV maker.

Stocks tumbled in the final hour of trading today, sending the major averages negative. Wharton Professor Jeremy Siegel breaks down the market action and where things go from here. Jon sits down with Adobe CEO Shantanu Narayen to talk its newest products and how AI is changing how big a market the company can serve. ULL CEO Christian Ulbrich on the company’s global real estate portfolio and the state of commercial real estate. Plus, Morgan talks with UPS CEO Carol Tomé about the global macro picture, inflation and how it plans to win back market share.

How much steam is left in the record-setting rally? Sofi’s Liz Young and Payne Capital’s Courtney Garcia map out their forecasts. Plus, JP Morgan’s Jason Hunter says the rally broadening is “suspicious” and that now is the time to sell the break down in crowded momentum groups. And, Gamestop reporting after the bell. We tell you what’s at stake for that stock and what to watch in the report.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Where should investors be looking with earnings looming, interest rates sticky and the Fed urging patience. Adam Parker from Trivariate Research and Meera Pandit of JP Morgan Asset Management give their forecasts. Plus, Reddit shares popped in today’s session following its big market debut last week. Lo Toney from Plexo Capital – which holds Reddit – breaks down what this move means for the broader IPO market. And, Seema Shah from Principal Global Investors is betting on a second half surge. She explains why.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

With investors squarely focused on the blessings of a soft economic landing, a benign Fed and an exuberant AI buildout – are any hazards being ignored? Bryn Talkington of Requisite Capital management gives her take. Plus, Former Dallas Fed President Robert Kaplan maps out what he thinks the Fed’s strategy should be in the months ahead. And, some major retailers took a big hit today. We explain why – and where there could be some bright spots in that sector.

Trimble, a leader in geospatial technology and player in the Internet of Things (IOT), is reaping the benefits of its initial bet on GPS 46 years ago. Trading at multi-year highs, the company is building on the momentum that stems from building hardware & software for construction, agriculture, transportation, and more. CEO Rob Painter joins Morgan Brennan to discuss Trimble’s portfolio and the role of space in software applications.

The major averages powered higher to another record close as investors digested the latest Fed tealeaves. Earnings from FedEx, Lululemon and Nike. Vital Knowledge’s Adam Crisfulli breaks down the market action while BMO’s Simeon Siegel dives in Nike’s quarter and Evercore’s Jonathan Chappell talks FedEx. CFPB Director Rohit Chopra on advancing new proposals to regulate the biggest banks. Plus, former FTC Commissioner Mozelle Thompson on the DoJ’s Apple lawsuit.

Is this long-rumored antitrust threat to Apple the real thing? How might it change the equation more broadly for tech’s market leadership? CNBC Tech Correspondent Steve Kovach and Apple shareholder Joe Terranova break down the details and what this could mean for the stock in the long term. Plus, while everyone is talking about Apple – Evercore’s Mark Mahaney says there’s another big tech name that could be caught in the DOJ crosshairs. And, top retail portfolio manager Kevin McCarthy tells us what he is looking for from Nike’s report in Overtime.

The Fed held rates steady but markets hit record highs after Chair Powell signaled a steady outlook. Jefferies Chief Market Strategist David Zervos and former Boston Fed President Eric Rosengren on the key takeaways from Powell and the Fed. Earnings from Micron, Chewy, Five Below and KB Home. CFRA’s Angelo Zino breaks down Micron’s numbers while Zelman & Associates’ Alan Ratner talks KB Home. Plus, Jon sits down with Intel CEO Pat Gelsinger on the CHIPS Act grants and the geopolitical importance of tech supply chains.

The Closing Bell all-star panel – Josh Brown, Liz Young and Steve Liesman – give their instant reaction to Chair Powell’s News Conference. They break down what is next for the Fed and what it could mean for your money. Plus, we set you up for the big earnings in Overtime.

Investors turning their attention from Nvidia to the Fed as its next policy rate decision comes Wednesday. Citi’s Scott Chronert and Evercore’s Krishna Guha break down what to expect. Wedbush analyst Matt Bryson and T. Rowe Price tech portfolio manager Tony Wang react to Nvidia’s new products. Plus, Hamilton Lane Co-CEO Erik Hirsh on investing in private markets ahead of IPOs from Reddit and Astera Labs. And our Emily Wilkins reports on how the Senate result in Ohio could impact crypto prices.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

After a four month rally based on a Goldilocks economy, AI excitement and the prospect of an easier Fed – is the playbook changing as the first quarter winds down? Adam Parker from Trivariate Research and Jordan Jackson of JP Morgan Asset Management break down their forecasts. Plus, RBC’s Lori Calvasina explains why she is bullish on the energy space. And, Goldman Sachs’ Elizabeth Burton tells us her approach to diversifying your portfolio and the two “I’s” she is excited about right now.

Averages ended the week lower as the Nasdaq turned negative for March. Macquarie’s Thierry Wizman and Bank of America’s Ohsung Kwon break down the week that was and the next catalyst for the market. Keith Rabois talks his support for banning TikTok and where AI goes from here. Evercore founder Roger Altman on the capital markets picture for 2024. 776 Ventures Founding Partner, an early Reddit employee, talks the upcoming IPO plus investing in space.

Is all this churn just an overheated market cooling off or is it the start of what would be the first notable broad pullback in five months? Malcolm Ethridge of CIC Wealth and NB Private Wealth’s Shannon Saccocia map out their market predictions. Plus, Fundstrat’s Tom Lee says there is a strong case for buying the dip. He explains why. And, Amazon is making a big push into the social shopping space. We break down the details and explain how a potential TikTok ban could impact that initiative.

In another milestone for SpaceX, Elon Musk’s space venture blasted off this morning and traveled to space. The most powerful rocket ever reached orbital velocity and carried out a number of ambitious tests. Space Capital Managing Partner and early SpaceX investor Chad Anderson joins Morgan Brennan to discuss the mission and future moves for the company.

Averages closed lower today after more hotter-than-expected inflation data. Ariel’s Charlie Bobrinskoy on small-caps and G Squared’s Victoria Greene on broader markets. Earnings from Ulta Beauty, Pagerduty and Adobe. Adobe CEO Shantanu Narayen talks the latest quarter, AI adoption and OpenAI’s Sora tool. Lux Capital co-founder Josh Wolfe on the many moving parts around a possible TikTok ban and what could be next. Plus, our Leslie Picker on why some rundown New York City apartments are turning into another headache for regional banks.

This return of volatility has investors wondering if they need to prepare for a pickup, especially with another Fed meeting looming next week. Joe Terranova of Virtus, CNBC’s Steve Liesman and BNY Mellon’s Alicia Levine break down what they think investors need to be watching. Plus, top tech investor Glen Kacher gives us his top 5 names in the AI space and why he says they’re worth watching. And, Chris Hyzy from Merrill and Bank of America Private Bank explains why he is bullish on small caps.

Interlune is emerging from stealth, closing an $18 million seed funding round, led by Reddit co-founder Alex Ohanian’s firm 776. Founded by two former Blue Origin executives, the startup aims to harvest natural resources from space and sell to commercial and government customers. CEO Rob Meyerson joins Morgan Brennan to lay out the company’s strategy and building out the in-space industry.

VanEck temporarily cut its bitcoin ETF fee to 0% on Monday and inflows have surged more than $200M. CEO Jan van Eck talks long-term strategy and competing with the larger players. BD8 Capital’s Barbara Doran and Cantor Fitzgerald’s Eric Johnston debate if the market is in a bubble. Evercore’s Mark Mahaney shares fresh Netflix data, plus what a TikTok ban would mean for US entertainment stocks. Raymond James Global Head of Private Capital Sunaina Haldea on what her clients are doing and what Reddit’s upcoming IPO means for the broader markets.

What stocks are going to lead the next leg of the bull market? Josh Brown from Ritholtz Wealth Management, Solus’ Dan Greenhaus and Ayako Yoshioka from Wealth Enhancement Group give their predictions. Plus, PIMCO’s Erin Browne tells us how she is navigating inflation and where she is seeing big opportunity in stocks right now. And, Ed Yardeni breaks down how he is playing this rally – and the one thing that he thinks could be a big risk to the market in the months ahead.

Big tech and chip stocks bounced back today, bringing the Nasdaq just short of a record close. But the S&P 500 managed a new record. Vital Knowledge’s Adam Crisfulli talks the market action while T. Rowe Price tech portfolio manager Dom Rizzo on the path forward for big tech and chips. Cowen analyst Helane Becker on how to trade the airlines while Boeing problems compound. Morgan Stanley’s Lisa Shallet on hedging AI exuberance. Plus, Ken Griffen on Trump and previewing retail earnings.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Jon sits down for an exclusive interview with AMD CEO Lisa Su, talking adoption of AI PCs, growth expectations for AI and more. Y Combinator Garry Tan talks exclusively about Reddit’s upcoming IPO, funding for private companies 1 year after SVB’s collapse and whether he has had talks with OpenAI about a board seat.

Should investor brace for a momentum meltdown ahead? Liz Young from Sofi, Emily Roland from John Hancock and CNBC’s Mike Santoli give their forecasts. Plus, tech insider Lo Toney of Plexo Capital weighs in on the upcoming Reddit IPO, the run in tech stocks and what Nvidia’s slide might mean for the sector going forward. And, top technician Chris Verrone is flagging two big opportunities outside of tech.

As the number of spacecraft has skyrocketed, so has the risk of collision. Morpheus Space, a space mobility startup, is looking to change the model around maneuvering satellites. CEO Daniel Bock joins Morgan Brennan to break down the one-stop satellite services shop—and building a subscription model to do so.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

The S&P 500 closes at a record high after hitting an intraday all-time high. The Nasdaq also notching an intraday record. RBC’s Lori Calvasina and Bespoke’s Paul Hickey break down the market action, plus earnings from Broadcom, Marvell, Costco, Gap, Docusign, MongoDB and Samsara. Bernstein analyst Stacy Rasgon dives deep into the Broadcom numbers and its AI exposure. CFRA’s Arun Sundaram on Costco’s quarterly results. Neiman Marcus CEO talks the luxury consumer and bringing tech to high-end shopping.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Terran Orbital, a small satellite maker which went public in a SPAC deal in early 2022, received an unsolicited takeover offer from supplier and investor Lockheed Martin last Friday. The defense prime already owns 28% of the company and now wants to buy the company in a deal valued just under $600 million—significantly below the market valuation when the company first went public at $1.8 billion. Terran Orbital quickly adopted a poison pill – or shareholder rights plan- as the company hopes to solicit other offers and strategize accordingly. CEO Marc Bell joins Morgan Brennan to discuss the company’s future as consolidation continues in a shifting satellite market.

Stocks bounced back today with the major averages closing higher. BD8 Capital’s Barbara Doran and Citi Research’s Dirk Willer break down the market action. Palantir had its best day in a month after a key US Army contract win; CTO Shyam Sankar what it means for the company and what’s next. Cloudflare CEO Matthew Prince on this week’s major social media outages and its latest deal news. Former Fed Governor Randall Kroszner on Fed Chair Jay Powell’s testimony today and the latest Beige Book data. Hashicorp CEO Dave McJannet talks the latest strong quarter and its buyback plan.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

A sell off in tech sinking stocks today. Vital Knowledge’s Adam Crisfulli and EMJ Capital’s Eric Jackson break down what the moves mean, plus earnings from Crowdstrike, Box, Nordstrom and Ross Stores. CFRA analyst Zachary Warring digs deeper in retail and Needham analyst Alex Henderson reacts to Crowdstrike’s strong report. Plus, Accenture CEO Julia Sweet on the AI skills gap, Fifth Third CEO Tim Spence on regional bank volatility and AeroVironment CEO Wahid Nawabi on the future of autonomous warfare.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Stocks fell into the close, ending at session lows. Janus Henderson’s Marc Pinto and UBS’ Jason Draho break down the market action ahead. After attending a White House roundtable on health care costs, Mark Cuban joins to talk his company Cost-Plus Drugs, regulating AI, if tech stocks are in a bubble and more. Wedbush analyst Matt Bryson breaks down SuperMicro’s move higher and what could be next for investors. Cyberark CEO Matt Cohen on the move in cyber stocks. JPMorgan analyst Chris Hovers previews the week ahead in retail earnings.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

The Nasdaq and S&P 500 set new intraday highs and closed at record levels to kick off March trading. Apollo’s Torsten Slok gives his case for why the Fed won’t cut rates this year. Zscaler CEO Jay Chaudhry joins to discuss the latest quarter – and the stock drop that came with it. Boeing is in talks to acquire Spirit Aerosystems; Gabelli portfolio manager Tony Bancroft breaks down what to do with both stocks. Wedbush’s David Chiaverini on turmoil at NYCB and what it means for other regional banks. Plus, Elon Musk sues OpenAI, Elastic tumbles on earnings and what’s going on with Intuitive Machines and its spacecraft that tipped over on the Moon.

Lunar services company Intuitive Machines made history as the first company to successfully land a private spacecraft on the moon. After a wild ride involving a nailbiter of a slightly titled, but soft landing—the spacecraft Odysseus went to sleep as lunar night sets in and is bound to freeze key components. Co-founder & CEO Steve Altemus joins Morgan Brennan to discuss the technical challenges, the sponsorship opportunities which have arisen post-landing, and whether or not Odie can reawaken and “phone home.”